Dynamic Work Order Prioritization

Who: Facility Mangers need to ensure that they are spending their budget in the most effective way possible by treating only the most important Sites, Assets, and Problems as an emergency. Additionally, users employ the business rules engine embedded in this feature in order to group similar issues together.

What: A new rule builder, which allows customers to set up rules in order to determine priorities.

Example:

Priority = Critical/Emergency

Rule:

Site Attribute Value = High Revenue Site

Category = Refrigeration

Problem Type = No longer cooling

Explanation: The rule above is expressing that any Refrigeration Work Order associated to a site with the Site Attribute Value of High Revenue Site, where the Problem type is No Longer Cooling, would automatically get a priority of Critical/Emergency. Creating this type of rule would ensure that Refrigeration Work Orders at high revenue/high traffic sites take precedence because they have the greatest impact on the customer experience and bottom line.

Details

This development provides a new screen in the Admin section called Dynamic Work Order Prioritization. The table includes a black bar filter (with the options of Inactive/Active) and the following columns:

Field	Description
Name	name of the new Prioritization Rule
Description	description of the new Prioritization rule
Priority	a full list of Priorities displays here (Dynamic WO Prioritization Rules will take precedence)
Lock Priority on Work Order Creation	indicates If users (with appropriate permission) may modify the priority on WO Creationoptions include:Yes/No(default)
Start Date	theStart Datefield is required. If noEnd Dateis specified, the rule is always applied
End Date	optionalEnd Datefields allow users to set up rules for a defined period of time
Criteria Value	*see Rule Builder below

Rule Builder

This development also provides a rule builder which allows users to set up rules to determine priority based on the following application areas:

• Asset Category
• Asset Type
• Asset (NET NEW)
• Site
• Site Type
• Provider
• Problem Type
• Asset Attribute (NET NEW)
• Site Attribute

A full list of Priorities displays here. Dynamic WO Prioritization Rules will take precedence.

The Lock Priority field indicates If users (with appropriate permission) should be able to modify the priority on WO Creation.

Options include:

• No (default)
• Yes

The Start Date field is required. If no End Date is specified, the rule is always applied.

An optional End Date field allows users to set up rules for defined periods of time.

Resource Controlled

Access is controlled by a resource control called Dynamic Work Order Prioritization.

Criteria to be added to existing WO Tile to allow users to view all work orders that have been dynamically prioritized. (Resource controlled.)

Options include:

• Unfiltered (default)
• No (dynamically prioritized WOs not included)
• Yes (only dynamically prioritized WOs included)

Options include:

• No Value Selected
• Yes
• No